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For Companies At a Glance
- Tasks: Build relationships with High Net Worth clients and provide market insights.
- Company: Alvar Financial Services is a boutique firm focused on innovative investment solutions.
- Benefits: Enjoy a collaborative culture, professional growth opportunities, and a commitment to diversity.
- Why this job: Join a supportive team that values your ideas and fosters personal and professional development.
- Qualifications: Experience in financial services, strong communication skills, and attention to detail are essential.
- Other info: This role is regulated under the FCA’s Senior Managers and Certification Regime.
The predicted salary is between 43200 - 72000 £ per year.
Alvar Financial Services is a boutique firm offering a variety of investment and trading services through its business lines - Equity Markets for professional and institutional clients, Research Services and Electronic Global Retail Platform for private clients. Our small community and flat structure empowers our people to grow and create unconstrained ideas within their field of expertise, driving innovation and mastery in their work. We all work together as one to achieve our vision of being a trusted partner to our clients, providing unrivalled insights and a collaborative high touch service.
Role Responsibilities:
- Develop close working relationships with High Net Worth (HNW) clients, providing insight on market sentiment, idea generation, execution quality, trading flows and price changes.
- Source new HNW clients to grow the franchise.
- Monitor trading to ensure best execution at all times using all available venues.
- Develop and maintain good working relationships with brokers, ensuring highest standard of professionalism and service.
- Undertake market-related researching including knowledge of all relevant regulatory, technical and compliance issues.
- Monitor and report any suspicious client activity to the Compliance department.
The ideal candidate disposes of:
- Previous experience within the financial services sector is essential.
- Strong client relationships.
- Able to work collaboratively within the firm, as well as independently.
- Good interpersonal and communication skills both verbally and written.
- Strong attention to detail and accuracy.
- Able to prioritise in a fast moving and constantly changing environment.
This role is regulated under the FCA’s Senior Managers and Certification Regime.
Commitment To Diversity
At Alvar Financial Services we believe that every voice matters. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work, and experience a culture that is free of harassment, racism, and discrimination. That’s why we are committed to diversity and inclusion in the workplace and are a proud equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by law. This policy applies to all employment practices within our organisation, including, but not limited to, hiring, recruiting, promotion, termination, layoff, and leave of absence. Alvar Financial Services is also committed to providing reasonable accommodations in our job application procedures for individuals with disabilities. Please inform our HR Team via email if you need any assistance completing any forms or to otherwise participate in the application process.
High Net Worth Sales employer: Alvar Financial Services Limited
Contact Detail:
Alvar Financial Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land High Net Worth Sales
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience with High Net Worth clients. Attend industry events or webinars to connect with potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on market trends and regulatory changes that affect High Net Worth clients. This knowledge will not only help you in interviews but also demonstrate your commitment to providing valuable insights to potential employers like us.
✨Tip Number 3
Showcase your ability to build strong client relationships by sharing specific examples from your past experiences. Highlight how you’ve successfully managed client expectations and delivered exceptional service, which is crucial for a role focused on HNW clients.
✨Tip Number 4
Familiarise yourself with Alvar Financial Services' values and culture. Understanding our commitment to diversity and inclusion can help you align your application with our ethos, making you a more attractive candidate.
We think you need these skills to ace High Net Worth Sales
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the High Net Worth Sales position. Highlight your relevant experience in financial services and your ability to build strong client relationships.
Tailor Your CV: Customise your CV to reflect your experience in the financial sector, focusing on your achievements in client relationship management and any relevant trading or market analysis skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you've successfully managed HNW clients and contributed to team success in previous roles.
Showcase Your Communication Skills: Since strong communication skills are essential for this role, ensure your application is well-written and free of errors. Use clear and concise language to demonstrate your attention to detail.
How to prepare for a job interview at Alvar Financial Services Limited
✨Know Your Market
Familiarise yourself with current market trends and sentiments, especially those affecting High Net Worth clients. Being able to discuss recent developments and their implications will demonstrate your expertise and interest in the role.
✨Build Rapport
Since the role involves developing close relationships with clients, practice building rapport during the interview. Use active listening skills and show genuine interest in the interviewer's insights about the company and its clients.
✨Highlight Relevant Experience
Prepare to discuss your previous experience in the financial services sector. Be specific about how your past roles have equipped you with the skills necessary for this position, particularly in client relationship management and compliance.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be prepared to provide examples of how you've successfully managed details in previous positions. This could include monitoring trading activities or ensuring compliance with regulations.
